Perspectives

Mike A at delivering alpha event CNBC

Navigating Today’s Structural and Cyclical Shifts

November 18, 2025 6 min read
Ares CEO Mike Arougheti shares why the question isn’t whether to participate—but how to position portfolios for long-term growth. From AI infrastructure realities to the “old-fashioned credit cycle” and democratization of alternatives, discover insights from CNBC’s Delivering Alpha conference.
cricketers playing

In Teamwork We Trust: Why Institutional Capital is Finally Paying Attention to Cricket

November 17, 2025 8 min read
Institutional investors are waking up to cricket’s explosive growth, as the sport—already the world’s second most popular—emerges as a $15 billion global opportunity driven by massive fan bases, soaring media rights, and U.S. market entry.
glowing connections

The Significant Risk Transfer Market: Proceed with Caution

November 12, 2025 7 min read
The Significant Risk Transfer (“SRT”) market has evolved from a niche regulatory capital tool into a mainstream mechanism for bank capital optimization — reaching an unprecedented scale, but also mounting risks.
glass facade building

Transparency in Private Credit

November 5, 2025 01:48 watch time
Despite ongoing questions around transparency, investors may be overlooking a $1.7 trillion market that, in some cases, offers deeper loan-level disclosure than traditional banks.
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